Don Aper retweeted
I spent 100 hours over the past week researching, writing and editing the piece we just put out.
It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.
And we’ve released it for free. Hopefully you enjoy it.
citriniresearch.com/p/2028gi…
Don Aper retweeted
Ladies & Gentleman,
Here’s your Man Made Climate Change right here.
Conspiracy Theorists batting 163 - 0 right now.
This was the most obvious Conspiracy of them all.
Don Aper retweeted
“Conspiracy Theorists” are like 100-0. They have been spraying us like bugs for DECADES. ALL POISON. 🤬👺
Don Aper retweeted
Worst crypto bull market ever.
If you didn’t just buy Bitcoin and hold, you have probably lost money.
No alt season.
Crypto stocks pumped and dumped.
Even whales are down on their “treasury” plays.
Bitcoiners are infighting.
And we just saw the largest liquidation event in history.
Brutal for almost all participants.
Don Aper retweeted
Chief Innovation Officer of SWIFT
mentions $LINEA.
Finally, something
Don Aper retweeted
The most important question is
If we all lost money and $19 Billion got liquidated from crypto market
Who the fuck made that money ?
Don Aper retweeted
🌌 Neptune Cash $NPT ($15m mcap)
Privacy-first Layer-1 built from scratch by doxxed PhDs - independently developed, with no large VC control.
Uses zk-STARKs (transparent, post-quantum secure proofs) and a novel system called Mutator Sets to achieve privacy and scalability at the base layer.
• Hard cap: 42M NPT
• <2% pre-mine, halving every 3 years
• 50% of block rewards time-locked for 3 years
• Price: $5.33 | Circ: 2.8M | MC: ~$14.9M
Think $XMR or $ZEC, but scalable, quantum-secure, and built for future smart-contract capability.
safetrade.com/exchange/NPT-U…
Don Aper retweeted
$HYDX (@HydrexFi) showing insane strength, one of the few coins actually going up even after one of the worst crashes we’ve seen in crypto (up ~60% in the past 24h)
And the reason is simple: Base / @CoinbaseDev keeps backing it + team keeps working non-stop
Last major update they brought in Colin Johnson, a Senior Software Engineer at Coinbase, to the Advisory Board. Then just yesterday the official Coinbase Developer account dropped a full breakdown on Hydrex
You don’t see this level of consistent support from Base for every project that launches there... but for @HydrexFi, they keep showing up. Makes you wonder why...
Hydrex (@HydrexFi) just announced that Colin Johnson, a Senior Software Engineer at Coinbase, has joined their Advisory Board (check it here: x.com/HydrexFi/status/197379…)
A lot of people were trying to FUD the project, saying things like “they don’t have connections with Base”. But the team keeps proving themselves, and now with a Coinbase SE on their Advisory Board, it’s pretty clear that most of that was just noise
Thanks to this, $HYDX is pumping back, already up ~2x in the past 24h. Imo, still looks heavily undervalued considering everything the team has been building and delivering...
Don Aper retweeted
Arthur Hayes just dropped a new essay and his take is pretty simple:
The 4-year cycle is dead, and a new bear market is not around the corner.
Hayes says Bitcoin doesn't pump because of halvings.
It pumps when liquidity flows.
And past crashes weren’t caused by supply-demand cool-offs, they were caused by monetary tightening.
And right now, global liquidity is expanding again.
Fed is cutting interest rates. Trump wants stimulus. Japan and China are easing too.
The money is about to get cheaper and plentiful.
And that's why the real top isn't coming anytime soon.
Don Aper retweeted
Here is the messy thread in one post!
I think it needs explaining that although I see an elongated cycle it doesn't mean my analysis is right. The breadth and depth of macro/crypto analytics framework I've added since 2021 is massive and I'm happy with the probabilities currently but things can change...
At GMI we have done tremendous amounts of work on this all at the nexus of crypto and macro in The Everything Code. It comprised of over 4,000 charts (serious).
However, I am not a guru.
We all need to take lifestyle chips off the table to secure our own future.. I can't dictate that. In RV too we will do our best to help as many people as possible,
But we are not, and will not be, perfect.
This is your choice alone. Not mine.
Only you can actually protect your own future and thus limit regret if the market reverses or even it explodes higher.
I'm guessing I'll take 25% to 30% off into year end but I don't know yet. It's based on my own circumstances, not yours and its based on my p&l and not yours.
Also don't forget that your risk profile is different to mine...
I can afford to take outrageously concentrated risks like having 80%+ of my liquid stack in Sui.
But based on my work I think Sui it outperforms most others majors. I am not a maximalist and my portfolio can and will change but I will let you know if my analysis changes.
My job for myself is to maximise profits with best risk adjust returns.
For most, just buy BTC, ETH and SOL
My job for myself is to max profits with best risk adjust returns I think are available.
The Banana Zone won't fix your shitty asset allocation. If you have had a decent portfolio you will already be up 5x to 10x from the low.
If you are newer, don't chase gains, time in the market is vital, you should make money this cycle but here is more to play for over time,
You have 5 years or so to Unfuck your Future.
Please don't fuck it up.
This will be my pinned tweet so you can refer to it.
Just let it all play out and take profits on the way.
Good luck.
My work suggests the next 6 to 9 months can change all our lives but don't bet on it exclusively.
If you want to reduce risk and also play for higher prices consider selling some and buying longer dated calls in due course, where you can only lose your premium (as I did in 2021 with ETH and only risked 5% for a potential leg higher which failed).
I appreciate your attention in this matter.
Don Aper retweeted
$LINEA is everything XRP ever dreamt of
A $450m Mcap ($2B FDV) for a project like $LINEA is a gift IYKYK.
$LINEA will be trading at $11+ with the Current XRP Mcap,
Don't be sidelined.
Buy when you see Dip and Hodl ( $MASK drop )
Is @SentientAGI TGEing on Linea Network? 🤔
Don Aper retweeted
Metamask shilling Etherex pools to 1.4M people and you’re not bullish?
Liquidity providers win big on @etherexfi:
Select mUSD pools are paying 60%+ APR in $LINEA. Plus, you still earn $REX rewards from Etherex. 🔥
Deposit into the pool of your choice, set your range, and let the rewards flow.
Don Aper retweeted
Arthur Hayes is accumulating $Ondo aggressively
Road to $10 starts soon 🔮
A Gnosis Safe Proxy wallet transferred 11.67M $ONDO ($10.87M) into exchanges.
Of this amount, 3.89M $ONDO (3.63M) was moved into Arthur Hayes (@CryptoHayes) #Bybit deposit address.
Over the past month, a total of 40.77M $ONDO ($41.25M) has been deposited into Arthur's Bybit address.
Address: 0x4D29A09D022C054811dAdf9eE921C43ca091fA03
Data @nansen_ai
Don Aper retweeted
thread on @HydrexFi is finally ready
I put the whole day into writing it and it was a lot of work
if you liked it or learned something new I appreciate of you like, comment me your thoughts or retweet it to spread awareness
if you have any feedback let me know
thread below
